We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
301
Ellevest Inc
New York
$3.7M +$9.07M +46,885 +264%
VNA
302
Valley National Advisers
Pennsylvania
$3.7M +$19.3K +100 +0.5%
KWM
303
Kingsview Wealth Management
Oregon
$3.67M +$552K +2,854 +18%
BF
304
Baring Financial
Washington
$3.66M -$86.7K -448 -2%
MWM
305
Modern Wealth Management
Kansas
$3.63M +$2.96M +15,295 +497%
EWA
306
EverSource Wealth Advisors
Alabama
$3.6M -$3.22M -16,640 -48%
UF
307
Univest Financial
Pennsylvania
$3.56M +$318K +1,645 +10%
IAS
308
Insigneo Advisory Services
Florida
$3.56M – – –
WRPWM
309
Werba Rubin Papier Wealth Management
California
$3.54M +$210K +1,086 +6%
AFTS
310
American Financial & Tax Strategies
New York
$3.49M – – –
CAL
311
Capital Analysts LLC
Pennsylvania
$3.49M +$330K +1,705 +11%
TW
312
TritonPoint Wealth
Maryland
$3.48M +$301K +1,554 +10%
TP
313
TritonPoint Partners
Maryland
$3.48M +$3.41M +17,605 New
MS
314
Monetary Solutions
Ohio
$3.47M +$13.3K +69 +0.4%
SFO
315
Stokes Family Office
Louisiana
$3.42M -$940K -4,860 -22%
RFS
316
RM Financial Services
Maine
$3.41M +$3.34M +17,282 New
AIA
317
AIMZ Investment Advisors
California
$3.38M -$141K -730 -4%
FFS
318
Founders Financial Securities
Maryland
$3.36M -$15.3K -79 -0.5%
PNC
319
Park National Corp
Ohio
$3.35M -$1.2M -6,187 -27%
NC
320
NovaPoint Capital
Georgia
$3.35M -$1.27M -6,554 -28%
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
$3.34M +$3.27M +16,911 New
WPC
322
Wedmont Private Capital
Pennsylvania
$3.33M -$47.6K -246 -1%
CFP
323
Cascade Financial Partners
California
$3.31M -$78.9K -408 -2%
ATC
324
Argent Trust Co
Tennessee
$3.29M +$1.2M +6,200 +59%
MMA
325
Miracle Mile Advisors
California
$3.29M -$25.2K -130 -0.8%
11 12
13
14 15